Odyssey Personal Financial Advisors, Llc
Roswell, Georgia
5.0
1 Review
Odyssey Personal Financial Advisors, LLC, headquartered in Roswell, GA, is a distinguished small investment advisory firm with a strong reputation in the industry. With over 190 individual clients and more than $229,300,000 in assets under management, they have successfully established themselves as a trusted partner for their clients' financial needs. A significant portion of Odyssey Personal Financial Advisors' assets under management are derived from employer 401Ks and individual portfolios, demonstrating their expertise in these areas. In fact, 93% of the assets they manage are discretionary, showcasing their ability to navig...
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Assets Under Mgmt

$229.3M

Investment Professionals

3

Locations

0

% 401K & Individual

42%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.